See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,869 | $77,813-56.5% | $123,544-72.6% | $64,186-47.2% |
| Participation rate | 96.6% | 74.7%+21.8pp | 82.3%+14.3pp | 69.6%+27.0pp |
| Annual return | -11.75% | 12.48%-24.2pp | 119.20%-130.9pp | 7.63%-19.4pp |
| Employer contribution / active EE | $5,343 | $3,014+77.3% | $4,628+15.5% | $2,381+124.4% |
| Participant deferral / active EE | $5,336 | $5,240+1.8% | $6,426-16.9% | $3,470+53.8% |
| Admin fee / account holder | $169 | $5,519-96.9% | $9,284-98.2% | $4,888-96.5% |